About Us
Synergy Wealth
- Our S.I.P. Philosophy
- S — Secure your life and health
- I — Invest in your future goals
- P — Prosper through disciplined planning
Piyush Agrawal
Founder & Director – Synergy Wealth
Piyush Agrawal is the Founder & Director of Synergy Wealth, a trusted financial advisory firm dedicated to helping individuals and families achieve financial security, wealth creation, and peace of mind.
With over 8 years of experience in the insurance and mutual fund industry, Piyush has built his professional journey around guiding clients toward informed and confident financial decisions. His expertise lies not only in financial planning and investment solutions but also in one of the most critical areas of the industry — claim settlement support and client servicing.
He holds a Master of Business Administration (MBA) with specialization in Finance and International Business, combining strong academic knowledge with practical industry experience to provide strategic and personalized financial guidance.
As an AMFI Registered Mutual Fund Distributor, Piyush believes that financial planning should be simple, transparent, and goal-oriented. His approach focuses on understanding every client’s unique financial needs and creating solutions that provide both protection and long-term prosperity.
Piyush strongly believes that true success in financial advisory comes from trust, long-term relationships, and standing beside clients during both opportunities and uncertainties.
His vision is to create financially aware, secure, and stress-free communities by making quality financial guidance accessible to every family.
Our Vision
To become a trusted financial partner in every household, building financially secure and stress-free communities.
Our Mission
To empower individuals, families, and businesses with the right financial solutions, enabling them to achieve financial independence, security, and long-term prosperity.